See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,501 | $89,355-87.1% | $141,162-91.9% | $72,985-84.2% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 30.03% | 111.85%-81.8pp | 71.39%-41.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $5,236 | $3,114+68.1% | $4,735+10.6% | $2,440+114.6% |
| Participant deferral / active EE | $4,646 | $5,418-14.2% | $6,709-30.7% | $3,607+28.8% |
| Admin fee / account holder | $4,194 | $5,958-29.6% | $10,261-59.1% | $5,124-18.1% |